Press Releases

 

AAM SLC Low Duration Income ETF
Surpasses $100 Million in AUM


MONUMENT, Colo.  — September 10, 2026 — Advisors Asset Management (AAM), a leading investment solutions provider, today announced that its AAM SLC Low Duration Income ETF (NYSE: LODI) has surpassed $100 million in assets under management (AUM), a milestone that highlights the strategy's traction among financial professionals navigating today's fixed income landscape.

LODI is an actively managed ETF, sub-advised by SLC Fixed Income, part of SLC Management, that employs a 100% bottom-up issue selection process and tactically manages sector rotation to build a portfolio of high-conviction, investment grade corporate and securitized investments. The fund seeks to outperform the Bloomberg U.S. 1-3 Government/Credit Index on a total return basis, while aiming to provide investors with a higher level of income. 

“Reaching $100 million in assets is a significant milestone for LODI and reflects the growing role that actively managed, short-duration fixed income ETFs can play in portfolios. We’re proud of the momentum LODI has established and believe its flexible approach makes it an increasingly compelling solution for today’s evolving fixed income landscape.,” said Lance McGray, Managing Director, Head of ETF Product at AAM

Within SLC Fixed Income’s disciplined approach, managing duration risk is a critical part of the investment strategy, and LODI is designed to potentially provide investors with a unique balance of income generation and risk mitigation as part of a diversified fixed income allocation. 

LODI’s $100 million AUM milestone adds to the continued growth of AAM’s ETF platform, which offers active and passively managed equity and fixed income strategies designed to address a range of investor objectives. 

For more information on AAM and LODI, please visit https://www.aamlive.com/ETF/Detail/LODI.

About Advisors Asset Management

With roots dating back to 1979, AAM has become a trusted resource for financial professionals. The firm offers access to alternative investments, exchange-traded funds, fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the alternatives and traditional asset management business of Sun Life. 

For more information, visit www.aamlive.com | LinkedIn: https://www.linkedin.com/company/advisors-asset-management-inc-/

CONTACT:
Matthew Bono
JConnelly 
(973) 590-9110
mbono@jconnelly.com 

The fund’s investment objectives, risks, charges and expenses must be considered carefully before investing. The statutory and summary prospectus contains this and other important information about the investment company, and it may be obtained by calling 800.617.0004 or visiting www.aamlive.com. Read it carefully before investing.


Investing involves risk; Principal loss is possible.

Principal Risks: Fixed-income securities are subject to the ability of an issuer to make timely principal and interest payments (credit risk), changes in interest rates (interest-rate risk), the creditworthiness of the issuer and general market liquidity (market risk). In a rising interest-rate environment, bond prices may fall and may result in periods of volatility and increased portfolio redemptions. In a declining interest-rate environment, the portfolio may generate less income. Mortgage-backed and asset-backed securities are subject to higher interest rate and prepayment risk; the value of these investments may be reduced or become worthless if they are “subordinated” and receive interest or income payments only after other interests in the same mortgage or asset pool are satisfied. Active trading may increase the Fund’s transaction costs, affect performance, and increase your taxable distributions. Management Risk: The Fund is actively managed and may not meet its investment objective based on the Adviser’s success or failure to implement investment strategies for the Fund. CLO Risk: CLOs are securities backed by an underlying portfolio of loan obligations. CLOs issue classes or “tranches” that vary in risk and yield and may experience substantial losses due to actual defaults, decrease of market value due to collateral defaults and removal of subordinate tranches, market anticipation of defaults and investor aversion to CLO securities as a class. High-Yield Securities Risk: High-yield securities (also known as “junk bonds”) carry a greater degree of risk and are considered speculative by the major credit rating agencies. Privately Issued Securities Risk: The Fund may invest in privately issued securities issued under Rule 144A or Regulation S under the Securities Act of 1933, as amended. Sales of privately issued securities are subject to numerous restrictions including, but not limited to, that sales of privately issued securities may typically be made only to qualified institutional buyers, in privately negotiated transactions, to a limited number of purchasers, or in limited quantities after being held for a specific period of time.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | Registration does not imply a certain level of skill or training. | 18925 Base Camp Road | Monument, CO 80132

AAM ETFs are distributed by Quasar Distributors, LLC. AAM and Quasar are not affiliated.

CRN: 2026-0903-13765 R